Yaupon Capital Management’s Tamboran Resources TBN Stock Holding History

Yaupon Capital Management’s Portfolio TBN Stock Details TBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.8M	Buy	535,174 +19,630	+4%	+$591K	0.84%	37
2025 Q4	$14M	Buy	515,544 +50,000	+11%	+$1.27M	0.51%	66
2025 Q3	$12.7M	Buy	465,544 +150,000	+48%	+$3.1M	0.49%	64
2025 Q2	$6.73M	Hold	315,544	–	–	0.3%	86
2025 Q1	$7.57M	Hold	315,544	–	–	0.39%	65
2024 Q4	$6.62M	Buy	315,544 +176,189	+126%	+$3.24M	0.27%	86
2024 Q3	$2.83M	Buy	139,355 +9,355	+7%	+$204K	0.15%	83
2024 Q2	$2.92M	Buy	+130,000	New	+$2.88M	0.15%	92

Other funds holding TBN

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Yaupon Capital Management's TBN Position: Q1 2026 in Review

Yaupon Capital Management increased its Tamboran Resources (TBN) stake by 3.8% in Q1 2026, buying an estimated $591K and bringing the position to 535,174 shares worth $26.8M. The position accounts for 0.84% of the portfolio, ranked #37.

Yaupon Capital Management first reported a position in TBN in Q2 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold TBN as of Q1 2026.

Yaupon Capital Management held 535,174 shares of Tamboran Resources worth $26.8M as of Q1 2026.
Yaupon Capital Management bought 19,630 Tamboran Resources shares in Q1 2026, an estimated $591K.
Tamboran Resources made up 0.84% of Yaupon Capital Management's portfolio in Q1 2026, its #37 holding.
Yaupon Capital Management first reported a position in Tamboran Resources in Q2 2024 and has held it in 8 quarters since.
58 funds tracked by Wall St. Rank held Tamboran Resources as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.